Stocks Technology BZAI
NASDAQ · TechnologyBlaize Holdings, Inc. (BZAI)
Blaize Holdings, Inc. brought in $50.4M of revenue over the twelve months to June 30, 2026, up 1,235.6% from a year earlier. It posted a net loss of $81M. In fiscal 2025 capital spending exceeded operating cash flow by $74.5M. At June 30, 2026 it held $36.8M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on August 13, 2026.
Key facts about Blaize Holdings, Inc.
- Net worth
- Blaize Holdings, Inc. has a market value (market cap) of $25.9M at the latest share price, and shareholders' equity of $42.8M on its balance sheet at June 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $38.6M (+2,386.0% year on year), with a net loss of $206.9M. Over the 12 months to June 30, 2026: revenue $50.4M, net loss $81M.
- Cash flow
- In fiscal 2025 operations used $73.8M of cash.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on August 13, 2026 and covers the period to June 30, 2026. Open on SEC EDGAR
- Next earnings report
- Blaize Holdings, Inc.'s next report is expected around January 4, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Blaize Holdings, Inc. does
Blaize Holdings, Inc. is registered with the SEC under industry code SIC 3674 (Semiconductors & Related Devices). Its shares trade on NASDAQ under the ticker BZAI.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $38.6M | -$206.9M | -$1.98 | -$74.5M |
| 2024 | $1.6M | -$61.2M | -$3.50 | -$54.4M |
| 2023 | n/a | $1.3M | n/a | n/a |
| 2022 | n/a | $1.7M | n/a | n/a |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where BZAI ranks in Technology
Latest SEC filings
What Blaize Holdings, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 6, 2026Quarterly results8-KBlaize Holdings expects preliminary third quarter revenue of approximately $0.5 million and revised its full-year 2026 revenue guidance.
- October 2, 2026
- September 30, 2026Restructuring or layoffs8-KBlaize Holdings implemented a restructuring plan that includes cutting approximately 26% of its workforce.
- September 18, 2026Activist stake changed SCHEDULE 13D/A
- August 14, 2026Passive stake (5% or more) SCHEDULE 13G
- August 13, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 505% to $12M versus the same quarter last year; diluted EPS -$0.21 versus -$0.28.
- August 13, 2026
- August 4, 2026Activist stake changed SCHEDULE 13D/A
- July 27, 2026Passive stake (5% or more) SCHEDULE 13G
- July 10, 2026Passive stake changed SCHEDULE 13G/A
Insider trades
What the people running Blaize Holdings, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider bought or sold shares on the open market in the last 90 days. The 2 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| September 1, 2026 | Evans Kimberly PetersonGeneral Counsel | Exercised options | 18,750 | - |
| September 1, 2026 | Evans Kimberly PetersonGeneral Counsel | Shares withheld for tax | 6,728 | $3.3K |
| July 12, 2026 | Patak Stephen PaulChief Revenue Officer | Exercised options | 2,500 | - |
| July 12, 2026 | Patak Stephen PaulChief Revenue Officer | Shares withheld for tax | 609 | $749.1 |
| July 7, 2026 | Bess LaneDirector | Other changeindirect | 2,000,000 | - |
| July 6, 2026 | Cannestra AnthonyDirector | Exercised options | 50,000 | $28.5K |
| July 6, 2026 | Cannestra AnthonyDirector | Soldpre-planned (10b5-1) | 50,000 | $67.5K |
| July 1, 2026 | Sehmi HarminderChief Financial Officer | Soldpre-planned (10b5-1) | 40,609 | $55.6K |
Who owns BZAI
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Lane Bess13D, may seek influence with 2 related filers | 9% | September 18, 2026 |
| BurTech LP LLC13D, may seek influence with 1 related filers | 8.98% | May 15, 2025 |
| Meteora Capital, LLC13G, passive with 1 related filers | 6.35% | February 14, 2025 |
| Munagala Dinakar13D, may seek influence | 6% | August 4, 2026 |
| Polar Asset Management Partners Inc.13G, passive | 5.6% | August 14, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 122 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 7,387,308 | +1,742,482 |
| Vanguard Capital Management LLC | 4,654,065 | +1,069,738 |
| Geode Capital Management, LLC | 2,136,932 | +362,338 |
| Lazard Asset Management LLC | 1,986,835 | +782,631 |
| UBS Group AG | 1,807,978 | +265,504 |
| Marshall Wace, Llp | 1,607,810 | new |
| State Street Corp | 1,572,428 | +192,920 |
| Aqr Capital Management LLC | 1,501,041 | +289,598 |
| Citadel Advisors LLC | 1,247,768 | +1,170,785 |
| Nuveen, LLC | 954,564 | +838,859 |
| Morgan Stanley | 940,787 | +28,011 |
| Cantor Fitzgerald, L. P. | 919,384 | +150,153 |
| Temasek Holdings (Private) Ltd | 857,215 | -1,737,049 |
| Millennium Management LLC | 817,912 | new |
| Northern Trust Corp | 773,375 | +115,711 |
| Themes Management Co LLC | 762,160 | -78,840 |
| Charles Schwab Investment Management Inc | 720,616 | +135,170 |
| Vanguard Portfolio Management LLC | 590,901 | +76,269 |
| Vanguard Fiduciary Trust Co | 581,271 | +170,739 |
| AlphaCore Capital LLC | 570,358 | +130,010 |
Insiders
11 insiders reported holding 41,760,384 shares in total, about $7.5M at the last price.
| Holder | Shares |
|---|---|
| Bess LaneDirector | 14,446,78314,446,783 held indirectly |
| Bess Ventures & Advisory, LLC10% owner | 13,653,976 |
| Ava Investors SA10% owner | 11,737,25411,737,254 held indirectly |
| Munagala DinakarChief Executive Officer, Director | 501,422 |
| Hambrecht JuergenDirector | 378,757 |
| Frank Edward H.Director | 378,757 |
| Sehmi HarminderChief Financial Officer | 259,773 |
| Fujimori YoshiakiDirector | 169,619 |
| de Urioste GeorgeDirector | 169,619 |
| Evans Kimberly PetersonGeneral Counsel | 60,033 |
Questions about BZAI
What does Blaize Holdings, Inc. do?
Blaize Holdings, Inc. is a company in the Technology sector, listed on NASDAQ as BZAI. Its shares trade on NASDAQ under the ticker BZAI.
What is Blaize Holdings, Inc.'s net worth?
Blaize Holdings, Inc. has a market value (market cap) of $25.9M at the latest share price, and shareholders' equity of $42.8M on its balance sheet at June 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Blaize Holdings, Inc. profitable?
No. Over the twelve months to June 30, 2026 it reported a net loss of $81M on revenue of $50.4M.
How much revenue does Blaize Holdings, Inc. make?
Over the twelve months to June 30, 2026 Blaize Holdings, Inc. reported revenue of $50.4M. That is 1,235.6% more than a year earlier.
When did Blaize Holdings, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on August 13, 2026. It covers the period to June 30, 2026. Its newest filing of any kind is the quarterly results from October 6, 2026.
When is Blaize Holdings, Inc.'s next earnings report?
Blaize Holdings, Inc.'s next report is expected around January 4, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Blaize Holdings, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.